QCM
KBWB icon

Quantinno Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Quantinno Capital Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Sell
40,003
-2,231
-5% -$186K 0.01% 1363
2025
Q4 		$3.56M Sell
42,234
-938
-2% -$74.2K 0.01% 1147
2025
Q3 		$3.38M Buy
43,172
+1,196
+3% +$90.1K 0.01% 1057
2025
Q2 		$3.01M Buy
41,976
+1,139
+3% +$72.2K 0.01% 986
2025
Q1 		$2.56M Buy
40,837
+3,624
+10% +$244K 0.02% 901
2024
Q4 		$2.43M Buy
37,213
+11,055
+42% +$723K 0.02% 779
2024
Q3 		$1.53M Buy
26,158
+1,623
+7% +$92.4K 0.02% 820
2024
Q2 		$1.31M Buy
24,535
+4,050
+20% +$214K 0.02% 717
2024
Q1 		$1.1M Buy
+20,485
New +$1.02M 0.02% 709

Other funds holding KBWB

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return